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First Steps

Now that you are done with configuring your store, you can go ahead to setup your store to start selling right away.

  1. Now you can go to the warehouse module and create the warehouses you have. As a business, you might have multiple locations where you store your products, you will need to create those warehouses with proper information.

2. Now you can go to the catalogue module and create the pre-requisites such as weight unit, measurement unit, attribute and attribute items.

3. Now you can move on to the Customer module where you can add your existing customers. There is also option to bulk import all existing customers from your previous system.

4. From the Supplier module, you can add suppliers as well as import suppliers with CSV file

Creating a Purchase

Once you have added your products, you still cannot start selling the products to your customers since you will need to create a purchase.

  1. To create a purchase, move over to the purchases module and press “Add New”

2. Search for the product name that you previously added in the product module and select the products you want to purchase from the dropdown. Select purchase date, select the supplier and select the warehouse this particular product(s) will be transferred to. You also need to specify the quantity, buying price and the selling price of your product.

3. Once you have created a purchase, your products will still not be available in the POS for selling since creating a purchase means you just ordered for the goods and haven’t received the products yet. As you can see in the screenshot below that there are missing items after the purchase has been created.

Now from the action dropdown, you can choose to receive the products, cancel, edit or delete the purchase.

4. While receiving the purchase, you have to specify the products that you received in your warehouse which will enable you to start selling the products. You also have the option to partially receive products and it will be shown in the status if you have received all, partially received and how many are missing. Once you are done, press “Receive”. Once you have received the products, you can now finally start selling it from the POS module.

Adding Products

  1. To add a product, navigate to the product module and press add new. In the product details tab you can add your product name, category, brand, weight and dimensions.

2. Now navigate to the Variations tab where you can edit the SKU and the barcode as well as determine if your product is a variant product.

3. If you have selected the option as a variant product, you will be asked to choose attributes and attribute items to create variations. As you can see in the below screenshot, I have specified the variants for my product.

4. Now you can move to the Media tab and upload your products photos and videos.

5. In the policies/rules tab, you will be able to specify the minimum and maximum order quantity, short description and description. You can as well as select settings for stock alert and specify if this product is refundable or not.

6. Now you can move to the E-com Platform tab where you will be able to choose if you want to push the same products to other third party stores such as Shopify or Amazon. Please note that this feature is only applicable for you if you have purchased an addon.